中东冲突引爆航运“地雷”，航运危机又要来了？

Group 1 - The recent Israeli airstrikes on Iran have escalated tensions in the region, posing unprecedented threats to global oil supply and trade routes [1] - Major shipping companies, including Nippon Yusen, Mitsui O.S.K. Lines, and Kawasaki Kisen Kaisha, have raised alerts for their vessels, anticipating a ripple effect across the industry [1] - The Middle East is critical for global shipping, with the Strait of Hormuz accounting for approximately 25% of global oil trade, while the Red Sea is vital for container shipping [1] Group 2 - The benchmark freight rates for supertankers from the Middle East to Asia have dropped to their lowest level since January due to economic weakness and reduced exports from oil-producing countries [2] - At least 10% of the global supertanker fleet, approximately 90 vessels, are actively operating in the Persian Gulf, with about 20 vessels transiting the Strait of Hormuz daily [2] - If Iran were to close the Strait of Hormuz, the market could react catastrophically, with oil prices potentially surging by over $20 [2] Group 3 - The shipping industry is caught off guard by the rapid deterioration of the situation, with security firms advising vessels to take additional precautions or avoid the area altogether [3] - Ships entering waters near Israel, Iran, Syria, Egypt, Cyprus, or the Suez Canal are advised to conduct emergency drills and maintain communication with diplomatic or military entities [3] - Companies are urged to thoroughly check for any associations with Israeli entities and change routes if necessary due to concerns over Iranian retaliation [3]